DBA: KEEN WEALTH ADVISORS
| Total AUM | $1.23B |
| Discretionary | $1.23B100% of AUM |
| Non-Discretionary | $654K |
| Client Accounts | 2,916 |
| Avg Account Size | $423K |
| Employees | 30 |
| Peak AUM | $1.23BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +18.5% | +18.4% | +15.3% | |
| Discretionary AUM | |||||
| Total AUM | $1.23B |
| Discretionary | $1.23B |
| Employees | 30 |
| Client Accounts | 2916 |
| Client Range | 0 |
Address
7500 COLLEGE BLVD., SUITE 1000
OVERLAND PARK KS 66210
Phone
(913) 624-1841
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
99.9% of AUM
Non-Discretionary
$654,078
0.1% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.2B
| $1.2B |
| +18.5% |
| +18.5% |
| +15.3% |
| Non-Disc. AUM | $654,078 | +23.8% | 37.3% | 24.9% |
| Total Accounts | 3k | +11.9% | +10.8% | +12.0% |
| Avg Account Size | $422,981.592 | +5.8% | +6.9% | +2.9% |
| Employees | 30 | +3.4% | +9.3% | +13.4% |
| AUM / Employee | $41M | +14.5% | +8.4% | +1.6% |
Client AUM Segments | |||||
| Wealth AUM | $1.2B | +18.6% | +18.4% | +15.3% | |
| Institutional AUM | $8M | +0.6% | +14.0% | +9.4% | |
Client Count Segments | |||||
| HNW Clients | 610 | +7.2% | +7.2% | +9.5% | |
| Institutional | 4 | — | — | — | |
| Individuals | 404 | +11.9% | +11.2% | +9.1% | |